Someday rich : planning for sustainable tomorrows today
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80
978-0470920008
Wiley ; John Wiley [distributor], Hoboken, N.J., Chichester,
2012
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To truly be successful, today's financial advisor must strike the right balance between effectively engaging with his or her clients and finding meaningful ways to maintain their financial security. By framing your mission in this way, you can help your clients clarify their vision, build a plan to achieve it, and manage that plan so they stay on track.
Nobody understands this better than authors Timothy Noonan and Matt Smith--two seasoned financial professionals with over five decades of combined experience working in the asset management business. And now, in Someday Rich, they show financial advisors with clients who are rich, or have the opportunity to become rich, how to sustain a client's desired lifestyle to, and through, retirement.
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